As a Research Marketing Assistant, Jason focuses his time on business development. Through his efforts, he works to identify new marketing opportunities for the firm. Jason understands the needs of business owners, thanks to his diverse background and knowledge regarding succession planning.  Jason spends much of his time researching and developing new client opportunities.

 

Jason holds his life and health insurance license, along with a FINRA Series 6 registration.

Cleveland Office

7005 South Edgerton Road, Suite 101
Cleveland, OH 44141

Phone: 440.630.9400 Fax: 440.630.9401